Position in IBB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,315,679
+$190,321 QoQ
Shares Held
7,792
+16.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,315,679 | 7,792 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,125,358 | 6,668 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $873,727 | 6,052 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,385,664 | 10,953 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,345,124 | 10,517 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,714,367 | 12,967 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,872,852 | 12,863 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,472,250 | 10,726 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,585,714 | 11,556 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,456,176 | 10,719 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,447,913 | 11,840 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,625,722 | 12,805 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,597,450 | 12,368 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,952,544 | 14,872 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,775,101 | 15,177 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $209,699 | 1,374 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||